Brown, Lisle/Cummings’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Brown, Lisle/Cummings’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$455K	Hold	4,714	–	–	0.1%	169
2026 Q1	$427K	Buy	4,714 +145	+3%	+$13.5K	0.11%	163
2025 Q4	$409K	Sell	4,569 -166	-4%	-$14.7K	0.1%	164
2025 Q3	$413K	Hold	4,735	–	–	0.11%	163
2025 Q2	$395K	Hold	4,735	–	–	0.11%	164
2025 Q1	$358K	Buy	4,735 +166	+4%	+$12.4K	0.1%	174
2024 Q4	$321K	Hold	4,569	–	–	0.1%	176
2024 Q3	$357K	Hold	4,569	–	–	0.11%	167
2024 Q2	$332K	Hold	4,569	–	–	0.11%	167
2024 Q1	$339K	Sell	4,569 -304	-6%	-$21.6K	0.12%	159
2023 Q4	$343K	Hold	4,873	–	–	0.13%	156
2023 Q3	$314K	Buy	4,873 +216	+5%	+$14.5K	0.14%	138
2023 Q2	$314K	Buy	4,657 +304	+7%	+$20.6K	0.14%	148
2023 Q1	$291K	Buy	4,353 +2,460	+130%	+$161K	0.15%	140
2022 Q4	$117K	Sell	1,893 -196	-9%	-$11.5K	0.06%	201
2022 Q3	$110K	Hold	2,089	–	–	0.06%	198
2022 Q2	$123K	Hold	2,089	–	–	0.07%	194
2022 Q1	$145K	Hold	2,089	–	–	0.07%	193
2021 Q4	$156K	Buy	+2,089	New	+$157K	0.08%	179

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Brown, Lisle/Cummings's IEFA Position: Q2 2026 in Review

Brown, Lisle/Cummings held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q2 2026 at 4,714 shares worth $455K. The position accounts for 0.1% of the portfolio, ranked #169.

Brown, Lisle/Cummings first reported a position in IEFA in Q4 2021 and has held it in 19 quarters since. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Brown, Lisle/Cummings held 4,714 shares of iShares Core MSCI EAFE ETF worth $455K as of Q2 2026.
Brown, Lisle/Cummings left its iShares Core MSCI EAFE ETF share count unchanged in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.1% of Brown, Lisle/Cummings's portfolio in Q2 2026, its #169 holding.
Brown, Lisle/Cummings first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 19 quarters since.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q2 2026, filed 2 Sep 2026.